vs
拉夫劳伦（RL）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是RPM INTERNATIONAL INC的1.3倍（$2.4B vs $1.9B），拉夫劳伦净利率更高（15.0% vs 8.4%，领先6.6%），拉夫劳伦同比增速更快（12.2% vs 3.5%），拉夫劳伦自由现金流更多（$704.0M vs $296.4M），过去两年拉夫劳伦的营收复合增速更高（23.9% vs 12.0%）
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
RL vs RPM — 直观对比
营收规模更大
RL
是对方的1.3倍
$1.9B
营收增速更快
RL
高出8.7%
3.5%
净利率更高
RL
高出6.6%
8.4%
自由现金流更多
RL
多$407.6M
$296.4M
两年增速更快
RL
近两年复合增速
12.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.9B |
| 净利润 | $361.6M | $161.2M |
| 毛利率 | 69.9% | 40.8% |
| 营业利润率 | 19.6% | 11.0% |
| 净利率 | 15.0% | 8.4% |
| 营收同比 | 12.2% | 3.5% |
| 净利润同比 | 21.6% | -12.0% |
| 每股收益（稀释后） | $5.82 | $1.26 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收RLRPM
| Q4 25 | $2.4B | $1.9B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.7B | $1.5B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.5B | $2.0B | ||
| Q1 24 | $1.6B | $1.5B |
净利润RLRPM
| Q4 25 | $361.6M | $161.2M | ||
| Q3 25 | $207.5M | $227.6M | ||
| Q2 25 | $220.4M | $225.8M | ||
| Q1 25 | $129.0M | $52.0M | ||
| Q4 24 | $297.4M | $183.2M | ||
| Q3 24 | $147.9M | $227.7M | ||
| Q2 24 | $168.6M | $180.6M | ||
| Q1 24 | $90.7M | $61.2M |
毛利率RLRPM
| Q4 25 | 69.9% | 40.8% | ||
| Q3 25 | 68.0% | 42.3% | ||
| Q2 25 | 72.3% | 42.4% | ||
| Q1 25 | 68.7% | 38.4% | ||
| Q4 24 | 68.4% | 41.4% | ||
| Q3 24 | 67.0% | 42.5% | ||
| Q2 24 | 70.5% | 41.4% | ||
| Q1 24 | 66.6% | 39.9% |
营业利润率RLRPM
| Q4 25 | 19.6% | 11.0% | ||
| Q3 25 | 12.2% | 14.1% | ||
| Q2 25 | 15.9% | 11.9% | ||
| Q1 25 | 9.1% | 2.8% | ||
| Q4 24 | 18.2% | 11.5% | ||
| Q3 24 | 10.4% | 14.8% | ||
| Q2 24 | 13.8% | 11.9% | ||
| Q1 24 | 6.9% | 5.5% |
净利率RLRPM
| Q4 25 | 15.0% | 8.4% | ||
| Q3 25 | 10.3% | 10.8% | ||
| Q2 25 | 12.8% | 10.8% | ||
| Q1 25 | 7.6% | 3.5% | ||
| Q4 24 | 13.9% | 9.9% | ||
| Q3 24 | 8.6% | 11.6% | ||
| Q2 24 | 11.1% | 9.0% | ||
| Q1 24 | 5.8% | 4.0% |
每股收益（稀释后）RLRPM
| Q4 25 | $5.82 | $1.26 | ||
| Q3 25 | $3.32 | $1.77 | ||
| Q2 25 | $3.52 | $1.76 | ||
| Q1 25 | $2.03 | $0.40 | ||
| Q4 24 | $4.66 | $1.42 | ||
| Q3 24 | $2.31 | $1.77 | ||
| Q2 24 | $2.61 | $1.40 | ||
| Q1 24 | $1.37 | $0.47 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.3B | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.9B | $3.1B |
| 总资产 | $7.8B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资RLRPM
| Q4 25 | $2.3B | $316.6M | ||
| Q3 25 | $1.6B | $297.1M | ||
| Q2 25 | $2.3B | $302.1M | ||
| Q1 25 | $2.1B | $241.9M | ||
| Q4 24 | $2.1B | $268.7M | ||
| Q3 24 | $1.7B | $231.6M | ||
| Q2 24 | $1.8B | $237.4M | ||
| Q1 24 | $1.8B | $248.9M |
总债务RLRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益RLRPM
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.6B | $3.1B | ||
| Q2 25 | $2.5B | $2.9B | ||
| Q1 25 | $2.6B | $2.7B | ||
| Q4 24 | $2.5B | $2.7B | ||
| Q3 24 | $2.4B | $2.6B | ||
| Q2 24 | $2.4B | $2.5B | ||
| Q1 24 | $2.5B | $2.3B |
总资产RLRPM
| Q4 25 | $7.8B | $7.9B | ||
| Q3 25 | $7.3B | $7.9B | ||
| Q2 25 | $7.8B | $7.8B | ||
| Q1 25 | $7.0B | $6.6B | ||
| Q4 24 | $7.1B | $6.7B | ||
| Q3 24 | $6.8B | $6.6B | ||
| Q2 24 | $6.6B | $6.6B | ||
| Q1 24 | $6.6B | $6.4B |
负债/权益比RLRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $779.6M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $704.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 29.3% | 15.5% |
| 资本支出强度资本支出/营收 | 3.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.16× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $694.5M | $582.9M |
8季度趋势，按日历期对齐
经营现金流RLRPM
| Q4 25 | $779.6M | $345.7M | ||
| Q3 25 | $53.2M | $237.5M | ||
| Q2 25 | $176.1M | $149.2M | ||
| Q1 25 | $122.2M | $91.5M | ||
| Q4 24 | $738.4M | $279.4M | ||
| Q3 24 | $97.2M | $248.1M | ||
| Q2 24 | $277.3M | $181.2M | ||
| Q1 24 | — | $173.4M |
自由现金流RLRPM
| Q4 25 | $704.0M | $296.4M | ||
| Q3 25 | $-40.6M | $175.0M | ||
| Q2 25 | $-11.2M | $78.2M | ||
| Q1 25 | $42.3M | $33.3M | ||
| Q4 24 | $677.2M | $229.5M | ||
| Q3 24 | $55.5M | $197.3M | ||
| Q2 24 | $243.9M | $105.3M | ||
| Q1 24 | — | $124.6M |
自由现金流率RLRPM
| Q4 25 | 29.3% | 15.5% | ||
| Q3 25 | -2.0% | 8.3% | ||
| Q2 25 | -0.7% | 3.8% | ||
| Q1 25 | 2.5% | 2.3% | ||
| Q4 24 | 31.6% | 12.4% | ||
| Q3 24 | 3.2% | 10.0% | ||
| Q2 24 | 16.1% | 5.2% | ||
| Q1 24 | — | 8.2% |
资本支出强度RLRPM
| Q4 25 | 3.1% | 2.6% | ||
| Q3 25 | 4.7% | 3.0% | ||
| Q2 25 | 10.9% | 3.4% | ||
| Q1 25 | 4.7% | 3.9% | ||
| Q4 24 | 2.9% | 2.7% | ||
| Q3 24 | 2.4% | 2.6% | ||
| Q2 24 | 2.2% | 3.8% | ||
| Q1 24 | — | 3.2% |
现金转化率RLRPM
| Q4 25 | 2.16× | 2.14× | ||
| Q3 25 | 0.26× | 1.04× | ||
| Q2 25 | 0.80× | 0.66× | ||
| Q1 25 | 0.95× | 1.76× | ||
| Q4 24 | 2.48× | 1.53× | ||
| Q3 24 | 0.66× | 1.09× | ||
| Q2 24 | 1.64× | 1.00× | ||
| Q1 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
RL
暂无分部数据
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
